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Setting Up Sage 50 (Peachtree) to Import Information from QuoteWerks

We will be exporting Invoice or Sales Order, and Purchase Order information from QuoteWerks to Sage 50 (Peachtree). Sage 50 (Peachtree) will need to be configured to import this information. Please note, when you setup the Sage 50 (Peachtree) Link in QuoteWerks earlier, you decided if you will be exporting the QuoteWerks orders as a Sage 50 (Peachtree) Invoice or Sales Order. Since you will export either an Invoice or a Sales Order, not both, you will only need to setup Sage 50 (Peachtree) to be able to import one or the other, but not both.

Setting Up Sage 50 (Peachtree) to Import QuoteWerks Invoice Export File

The QuoteWerks Sage 50 (Peachtree) link will export the invoice information into a file. You need to setup an import template in Sage 50 (Peachtree) to tell Sage 50 (Peachtree) how to import the invoice information contained in this file.

In Sage 50 (Peachtree), select File -> Select Import/Export. Click on “Accounts Receivable”, then select “Sales Journal” from the right-hand side of the window. Click the Import button on the toolbar to display the Field Settings window.

Select the Fields to Import

Click the [Show None] button to clear all the check boxes, then click the check boxes in the Show column for only the following fields:

Specify the Location and Name of the Import File

After you have selected all the fields in the above table, click on the Options tab. On the options tab, you will need to specify where Sage 50 (Peachtree) should look for the import file, and what the import file name is. The import file name must be set to invoice.csv. The location of the file can be anywhere you like. Keep in mind however that this location will need to match the location that you specified on the Destination tab in the QuoteWerks Sage 50 (Peachtree) Link setup in QuoteWerks. So for example, if you want to store the files in your root C:\ directory, you would enter C:\INVOICE.CSV for the import file name. File names are not case sensitive.

Now, click the Save button to save these settings. When the Save As window appears, type in “QuoteWerks Invoice” as the name, and click [Save], then back on the import setup window, click [Cancel] (because we do not want to actually start the import now), and then back on the Select Import/Export window, click on the [Close] button.
Sage 50 (Peachtree) is now configured to accept the Invoice export file from QuoteWerks.

Setting Up Sage 50 (Peachtree) to Import QuoteWerks Sales Order Export File

The QuoteWerks Sage 50 (Peachtree) link will export the sales order information into a file. You need to setup an import template in Sage 50 (Peachtree) to tell Sage 50 (Peachtree) how to import the sales order information contained in this file.

In Sage 50 (Peachtree), select File -> Select Import/Export. Click on “Accounts Receivable”, then select “Sales Order Journal” from the right-hand side of the window. Click the Import button on the toolbar to display the Field Settings window.

Select the Fields to Import

Click the [Show None] button to clear all the check boxes, then click the check boxes in the Show column for only the following fields:

Specify the Location and Name of the Import File

After you have selected all the fields in the above table, click on the Options tab. On the options tab, you will need to specify where Sage 50 (Peachtree) should look for the import file, and what the import file name is. The import file name must be set to so.csv. The location of the file can be anywhere you like. Keep in mind however that this location will need to match the location that you specified on the Destination tab in the QuoteWerks Sage 50 (Peachtree) Link setup in QuoteWerks. So for example, if you want to store the files in your root C:\ directory, you would enter C:\SO.CSV for the import file name. File names are not case sensitive.

Now click the Save button to save these settings. When the Save As window appears, type in “QuoteWerks Sales Order” as the name, and click [Save], then back on the import setup window, click [Cancel] (because we do not want to actually start the import now), and then back on the Select Import/Export window, click on the [Close] button.

Sage 50 (Peachtree) is now configured to accept the Sales Order export file from QuoteWerks.

Setting Up Sage 50 (Peachtree) to Import QuoteWerks Purchase Order Export File

The QuoteWerks Sage 50 (Peachtree) link will export the purchase order information into a file. You need to setup an import template in Sage 50 (Peachtree) to tell Sage 50 (Peachtree) how to import the purchase order information contained in this file.

In Sage 50 (Peachtree), select File -> Select Import/Export. Click on “Accounts Payable”, then select “Purchase Order Journal” from the right-hand side of the window. Click the Import button on the toolbar to display the Field Settings window.

Select the Fields to Import

Click the [Show None] button to clear all the check boxes, and then click the check boxes in the Show column for only the following fields:

Specify the Location and Name of the Import File

After you have selected all the fields in the above table, click on the Options tab. On the options tab, you will need to specify where Sage 50 (Peachtree) should look for the import file, and what the import file name is. The import file name must be set to po.csv. The location of the file can be anywhere you like. Keep in mind however that this location will need to match the location that you specified on the Destination tab in the QuoteWerks Sage 50 (Peachtree) Link setup in QuoteWerks. So for example, if you want to store the files in your root C:\ directory, you would enter C:\PO.CSV for the import file name. File names are not case sensitive.

Now click the Save button to save these settings. When the Save As window appears, type in “QuoteWerks Purchase Order” as the name, and click [Save], then back on the import setup window, click [Cancel] (because we do not want to actually start the import now), and then back on the Select Import/Export window, click on the [Close] button.

Sage 50 (Peachtree) is now configured to accept the purchase order export file from QuoteWerks.

 

Related Topics:

●Setting Up the Import/Export Sage 50 (Peachtree) Link

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